Verified · El Monte
Trusted Financial Advisors in El Monte, CA
Trust matters when you're inviting a pro into your home or business. These financial advisors in El Monte have earned it through hundreds of verified reviews.
As of June 2026, RatingsNearMe ranks 14 financial advisors in El Monte, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor with a 5.0-star rating from 123 Google reviews and an RNM Score of 85/100. Also in the top tier: Treveri Capital LLC, Financial Advisor Jeff Martinez, CRPC and Del Monte Group, LLC - Financial Planner. The average rating across all listed financial advisors in El Monte is 4.1 stars from 23 reviews per business on average.
Financial advisors in El Monte typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
El Monte, CA is home to a variety of financial advisors who offer investment management, retirement planning, and other personalized financial services to local residents. Consumers should research qualifications, services, and fees when selecting a financial advisor in the El Monte area.
- ✓Wide range of financial advisor firms and individual professionals located in El Monte
- ✓Services include investment management, retirement planning, tax planning, and more
- ✓Consumers should compare qualifications, services, and fees when choosing a financial advisor
Best Overall
California Financial Advisors
California Financial Advisors is top-ranked for its comprehensive services and strong local reputation in El Monte.
Most Reviewed
California Financial Advisors
A high review count indicates broad client experience and trust, helping consumers gauge service reliability.
When choosing a financial advisor in El Monte, verify credentials and fee structures, and consider scheduling initial consultations to find the best fit for your financial goals.
How to Choose a Financial Advisor in El Monte
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification
- • Experience working with clients in the El Monte area
- • Fee-only or fee-based compensation structure (rather than commission-based)
- • Fiduciary duty to act in your best interest
Questions to ask
- • What is your investment philosophy and approach to financial planning?
- • Can you provide references from current clients in El Monte?
- • How do you stay up-to-date on changes in financial regulations and products?
Red flags
- ⚠ Overly aggressive sales tactics or pressure to make quick decisions
- ⚠ Lack of transparency about fees and compensation
- ⚠ Recommending complex or high-risk investments without clear justification
In California, financial advisors must be registered with the California Department of Financial Protection and Innovation and hold the appropriate licenses and certifications. It's important to verify an advisor's credentials and ensure they are in good standing.
Local Market Snapshot
14
Businesses listed
4.1★
Avg rating
23
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients, this El Monte advisor holds a flawless 5.0-star rating.
25096 Jefferson Ave Suite C-1, Murrieta, CA 92562, USAFinancial Advisors Rankings in El Monte, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor25096 Jefferson Ave Suite C-1, Murrieta, CA 92562, USA | 5.0★ | 123 |
| #2 | Treveri Capital LLC, Financial Advisor Jeff Martinez, CRPC9132 Valley Blvd, Rosemead, CA 91770, USA | 5.0★ | 6 |
| #3 | Del Monte Group, LLC - Financial Planner75 Golden Meadow Ln, Alamo, CA 94507, USA | 5.0★ | 3 |
| #4 | Pennywiser Consulting Co9080 Telstar Ave # 323, El Monte, CA 91731, USA | — | — |
| #5 | Global9251 Garvey Ave # K, South El Monte, CA 91733, USA | 1.0★ | 1 |
| #6 | Dengo Investment Inc11100 Valley Blvd #316, El Monte, CA 91731, USA | — | — |
| #7 | Jose S Ching - Private Wealth Advisor, Ameriprise Financial Services, LLC13200 Crossroads Pkwy N #165, City of Industry, CA 91746, USA | — | — |
| #8 | California Financial Advisors12657 Alcosta Blvd #470, San Ramon, CA 94583, USA | 5.0★ | 1 |
| #9 | Wells Fargo Advisors11934 Garvey Ave, El Monte, CA 91732, USA | — | — |
| #10 | 123 Investments LLC10410 Valley Blvd, El Monte, CA 91731, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in El Monte
13200 Crossroads Pkwy N #165, City of Industry, CA 91746, USA
12657 Alcosta Blvd #470, San Ramon, CA 94583, USA
10426 Lower Azusa Rd, El Monte, CA 91731, USA
2121 Ave of the Stars #1600, Los Angeles, CA 90067, USA
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We'll connect you with the top financial advisors in El Monte, CA.
Financial Advisors in El Monte, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor | 85/100 | 5.0 ★ | 123 |
| 2 | Treveri Capital LLC, Financial Advisor Jeff Martinez, CRPC | 69/100 | 5.0 ★ | 6 |
| 3 | Del Monte Group, LLC - Financial Planner | 66/100 | 5.0 ★ | 3 |
| 4 | Pennywiser Consulting Co | 3/100 | — | 0 |
| 5 | Global | 14/100 | 1.0 ★ | 1 |
| 6 | Dengo Investment Inc | 3/100 | — | 0 |
| 7 | Jose S Ching - Private Wealth Advisor, Ameriprise Financial Services, LLC | 3/100 | — | 0 |
| 8 | California Financial Advisors | 62/100 | 5.0 ★ | 1 |
| 9 | Wells Fargo Advisors | 3/100 | — | 0 |
| 10 | 123 Investments LLC | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Frequently Asked Questions — Financial Advisors in El Monte
What is a fiduciary financial advisor and why does it matter in El Monte?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in El Monte, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in El Monte?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 9, 2026.
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